# Align Wealth Advisors

Align Wealth Advisors is a RIA based in Laguna Hills, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Laguna Hills, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** alignwealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/alignwealthadvisors

## Regulatory record

- **CRD number:** 158631
- **SEC file number:** 801-72630
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/158631

## About

Align Wealth Advisors helps clients align their values with their financial goals so money better serves them. The firm strives to create a system adaptable to clients’ lifestyles, emphasizing that it is not just about investing money but investing in the client. It offers comprehensive, lifestyle-based financial planning that identifies life goals and aspirations and builds plans to help achieve them, including for people in peak career years, approaching or in retirement, and small business owners.

## People

- Nicholas Yrizarry — BFA, President and CEO
- Pegah Ghorbani — Director of Operations
- Phil Raimondi — Business Development Specialist
- Ellie Savage — Executive Assistant
- Karie Evans — Director of Client Relations
- Brian Mandel — Estate Attorney

## Related profiles

- [Aletheia Capital](https://altss.com/profile/aletheia-partners)
- [ALIGNING WEALTH](https://altss.com/profile/aligning-wealth)

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Last updated: 2026-08-11T15:05:57.154Z

Canonical page: https://altss.com/profile/align-wealth-advisors

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